We created this free guide to help activity directors and school leaders simplify clubs, events, payments, forms, approvals, and check-in — without creating more work for the office.
Plan ahead. Reduce cash handling. Keep accounting clean.
Who This Guide Is For
This guide was created for:
- Activity directors
- ASB and student activity leaders
- Principals and assistant principals
- School bookkeepers and office staff
- Coaches and club sponsors
- Staff managing:
- Club dues
- Fundraisers
- Event ticketing
- Concessions
- Forms and approvals
- Student check-in
What You’ll Learn Inside the Guide
- How to reduce cash handling across school activities
- Ways to simplify club and activity payments
- How to manage approvals before money is collected
- Tips for preventing long lines at events
- Cleaner reporting and accounting workflows
- A simple 30-day rollout plan for going cashless
Why Schools Are Moving Toward Cashless Workflows
Many schools still manage activities using a mix of paper forms, cash boxes, spreadsheets, checks, and disconnected systems.
This guide outlines a practical approach to simplifying payments, approvals, registrations, reporting, and event check-in — while still supporting existing accounting processes.
Instead of replacing every system overnight, schools can start with a few repeatable workflows that reduce manual work and improve the experience for staff, students, and families.
Common School Workflows Covered in the Guide
- Club dues and memberships
- Homecoming and dance ticket sales
- Fundraisers and donations
- Camps and clinics
- Field trips
- Merchandise and spirit wear
- Concessions and event sales
- Guest approvals and waivers
- Event check-in workflows
A Simple 30-Day Rollout Plan
The guide includes a practical 4-week rollout framework schools can use before the new school year begins.
Week 1
Build a single approval process for collections and fundraisers.
Week 2
Create standardized workflows for common activities.
Week 3
Pilot one high-volume use case like homecoming tickets or club dues.
Week 4
Review reporting, staff workflows, and event check-in results before expanding further.
Want Help Mapping This Out for Your School?
If your school is trying to reduce cash handling, simplify events, or standardize club and activity payments, Omella can help you build a practical workflow that works with your existing processes.
Download the Free Guide
Get the full PDF guide and start planning a smoother, more organized school year.
